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WBH ADVISORY INC

Position in CMI — Cummins Inc

CIK 1259671 BALTIMORE, MD

Position in CMI

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$3,904,824
+$920,428 QoQ
Shares Held
5,475
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#641
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

WBH ADVISORY INC holds $7,349,623 across 6 Specialty Industrial Machinery names. CMI ranks #1 (53.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CMI
Cummins Inc
This page
5,475 $3,904,824

All Filings in CMI

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,904,824 5,475
2026-03-31 $2,984,396 5,547
2025-12-31 $2,920,794 5,722
2025-09-30 $2,475,510 5,861
2025-06-30 $1,989,890 6,076
2025-03-31 $1,922,014 6,132
2024-12-31 $2,234,526 6,410
2024-09-30 $2,197,886 6,788
2024-06-30 $1,918,847 6,929
2024-03-31 $2,355,137 7,993
2023-12-31 $1,980,525 8,267
2023-09-30 $1,920,663 8,407
2023-06-30 $2,106,169 8,591
2023-03-31 $2,067,028 8,653
2022-09-30 $1,775,828 8,726
2022-06-30 $1,746,608 9,025
2022-03-31 $1,922,906 9,375
2021-12-31 $2,189,034 10,035
2021-09-30 $2,297,922 10,233
2021-06-30 $2,494,420 10,231
2021-03-31 $2,652,249 10,236
2020-12-31 $2,497,418 10,997
2020-09-30 $2,317,692 10,976
2020-06-30 $1,988,331 11,476
2020-03-31 $1,591,633 11,762